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You may already be offering accounting advisory services, but are you really putting advisory guidance at the core of your client relationships? Are your offerings scalable? Do your clients understand the value they’re getting?
It’s time to re-establish your value—not simply as the accountant who can do the rear-view tasks required but as the one who can help clients look forward and make the right decisions for the future of their businesses. This is more important than ever during times of economic uncertainty.
Whether you want to start an accounting advisory practice or fine-tune your current advisory offering, this webcast will help you make the shift to an advisory-centric firm and become the true trusted advisor your clients are seeking.
Join Will Hill, Senior Product Manager at Thomson Reuters, and Stephen Morris, CPA, CCIM from Morris Financial Advisors, Inc. to learn more about how to maximize your advisory-centric engagements.
Learning Objectives:
- Define what advisory really means
- Identify how to start offering advisory services
- Give examples of how to think about pricing your services
- Identify how to approach new clients with your advisory offering
Will Hill
Thomson Reuters
Product Manager
[email protected]
Will has been with Thomson Reuters since 2001 and is currently a product manager in the Tax Professionals segment of Thomson Reuters. In his role, he focuses on helping firms make the transition to being advisory-focused through the development and growth of Practice Forward. He’s also responsible for the development of the AuditWatch and TaxWatch services.
Will’s varied background includes working with firms of all sizes and specialties and provides a solid foundation for business process-oriented training and consulting. In 2006, Will was recognized as the CSM Implementation Specialist of the Year. He was also part of the CPA Practice Advisor 40 under 40 list in 2015 and 20 under 40 in 2018.
In his time at Thomson Reuters, Will has developed many different educational classes and consulting offerings, including the Practice Forward service offering. Will is also a periodic blog contributor on our website. He holds an MBA with a concentration in Leadership Studies from Baker College and a BA, majoring in both Business Administration and Economics, from Alma College.
Throughout his career, Mr. Morris has served in various accounting and finance roles in the real estate and technology sectors. He began his career at Ernst & Young, LLP in the real estate audit practice and later served in various executive accounting and finance capacities at several large privately held firms.
In 2013, he founded Morris Financial Advisors, Inc. to provide tax, accounting, finance, and consulting services to primarily real estate and technology companies. In addition, Mr. Morris has developed over 50 multi-family units in the city of Los Angeles where he is responsible for sourcing new acquisition opportunities, raising capital, and financial operations.
Mr. Morris is a Certified Public Accountant licensed to practice in California and is a licensed real estate salesperson as well as a member of the CCIM Institute. He holds a bachelor’s degree in Accounting from Loyola Marymount University where he graduated with honors.
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